Key facts
- Cary Street Partners’s last known valuation is $154.8M.
- Notable investors include CIVC Partners.
- Status: Privately Held (backing).
Leadership
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Cary Street Partners
- ·The full record, as it builds
Funding rounds
No funding rounds for Cary Street Partners are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Cary Street Partners
Provider of wealth management services intended to facilitate growth and provide comprehensive options through various areas of wealth management. The company offers financial planning, research and portfolio advisory, asset management services, estate and insurance strategies, corporate benefits, and retirement services, enabling clients to get customized financial services as per their needs.
- Sector
- Financial Services
- HQ
- Richmond, VA, United States
- Employees
- 184
- Website
- carystreetpartners.com/
- Ownership
- Privately Held (backing)
Cary Street Partners doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Cary Street Partners shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Cary Street Partners in its N-PORT filings yet. We sweep new filings monthly.